Anic Equity¶
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Total return since start: 0.69 %¶
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Equity now: -----------------------------> 51619.69 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48420.63 Kr¶
PnL: ---------------------------------------> -666.94 Kr¶
DD now: ---------------------------------> -0.625 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-31 16:23:46.504893'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | 0.640000 | 3402.000000 | 222.000000 | 6.980000 | 3180.000006 |
| HMS Networks | 2 | -0.660000 | 776.800000 | 103.800000 | 15.420000 | 673.000000 |
| Fasadgruppen Group | 38 | 2.590000 | 4218.000000 | 77.000000 | 1.860000 | 4140.999992 |
| Nordea Bank Abp | 29 | -0.210000 | 3527.560000 | 73.560000 | 2.130000 | 3453.999992 |
| SAAB B | 8 | -0.190000 | 3420.800000 | 43.800000 | 1.300000 | 3377.000000 |
| MedCap | 2 | 0.000000 | 463.000000 | 42.000000 | 9.980000 | 421.000000 |
| Swedbank A | 3 | 1.830000 | 601.800000 | 37.800000 | 6.700000 | 564.000000 |
| HEBA B | 70 | -1.930000 | 2670.500000 | 34.500000 | 1.310000 | 2636.000010 |
| AcadeMedia | 12 | -0.570000 | 591.120000 | 34.120000 | 6.130000 | 557.000004 |
| Resurs Holding | 22 | -0.180000 | 607.860000 | 33.860000 | 5.900000 | 573.999998 |
| Samhällsbyggnadsbo. i Norden B | 20 | -1.020000 | 379.200000 | 24.200000 | 6.820000 | 355.000000 |
| Norva24 Group | 16 | 0.920000 | 560.320000 | 17.320000 | 3.190000 | 543.000000 |
| Intrum | 4 | 0.040000 | 539.600000 | 12.600000 | 2.390000 | 527.000000 |
| Eastnine | 4 | -0.480000 | 501.600000 | 10.600000 | 2.160000 | 491.000000 |
| OEM International B | 7 | -1.910000 | 538.300000 | 10.300000 | 1.950000 | 527.999997 |
| Karnov Group | 9 | -0.170000 | 542.700000 | 6.700000 | 1.250000 | 536.000004 |
| Fastighetsbolag. Emilshus Pref | 21 | -1.820000 | 565.950000 | 3.950000 | 0.700000 | 562.000005 |
| Coor Service Management Hold. | 8 | 0.530000 | 534.000000 | 2.000000 | 0.380000 | 532.000000 |
| Securitas B | 6 | -1.350000 | 571.320000 | 1.320000 | 0.230000 | 570.000000 |
| Creaspac SPAC | 6 | -0.410000 | 577.800000 | 0.800000 | 0.140000 | 577.000002 |
| Handelsbanken A | 5 | 0.410000 | 545.500000 | -0.500000 | -0.090000 | 546.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.580000 | 245.280000 | -0.720000 | -0.290000 | 246.000000 |
| Midsona B | 63 | -3.600000 | 573.930000 | -9.070000 | -1.560000 | 582.999984 |
| Sampo Oyj SDB | 7 | 0.180000 | 3839.500000 | -10.500000 | -0.270000 | 3850.000000 |
| Corem Property Group B | 59 | -2.890000 | 564.630000 | -12.370000 | -2.140000 | 576.999999 |
| Boozt | 12 | -0.730000 | 1633.200000 | -20.800000 | -1.260000 | 1653.999996 |
| Essity B | 2 | -0.620000 | 546.600000 | -27.400000 | -4.770000 | 574.000000 |
| International Petroleum Corp. | 5 | -2.370000 | 557.000000 | -37.570000 | -6.320000 | 594.565215 |
| CTEK | 13 | -2.050000 | 496.080000 | -37.920000 | -7.100000 | 533.999999 |
| Vivesto | 1368 | -1.200000 | 560.880000 | -52.120000 | -8.500000 | 612.999432 |
| Essity A | 4 | -1.080000 | 1096.000000 | -53.000000 | -4.610000 | 1149.000000 |
| Beijer Electronics Group | 27 | -1.420000 | 2997.000000 | -87.000000 | -2.820000 | 3083.999994 |
| OX2 | 22 | -0.310000 | 1776.500000 | -212.500000 | -10.680000 | 1989.000002 |
| Axfood | 15 | 0.300000 | 4057.500000 | -242.500000 | -5.640000 | 4300.000005 |
| Ovzon | 64 | -3.330000 | 3340.800000 | -655.200000 | -16.400000 | 3996.000000 |
| TOTAL | 48420.630000 | -666.940000 | -0.62507% | 49087.564636 |
Updated:¶
'2023-01-31 16:24:00.054031'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
